Optimized Accounting

Whether a you’re starting new venture or already have an existing business, it’s important to separate and protect your business and personal assets. Every new client engagement begins with ensuring you have thought about this legal separation of assets, and taking a look at your businesses standing with the IRS and state secretaries.

Full Service Bookkeeping

From month to month bookkeeping to bill payments and customer invoicing, we handle the details so you can focus on running your business with confidence.

Periodic Reconciliations & Reviews

Quarterly and Annual financial statement reviews are essential in tracking your businesses performance and avoiding tax penalties. Together we can plan and strategize significant transactions.

Main services include:

  • Chart of Accounts Setup and Cleanup

  • Accounts Payable and Bill Payments

  • Accounts Receivable and Invoicing

  • Sales Tax Tracking

  • Payroll Integration into QuickBooks

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!